Bull Steepening Watch – Is Lower Yields Really What Risk Assets Want?
Let’s run through each asset class to see where to put your eggs if a bull-steepening of the yield curve continues into 2024.
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China BRI Countries - Whose Vulnerable?
Rising debt stress among BRI partnering countries has cast a shadow over the entire project. Last week Beijing signalled a new approach as concerns...
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Copper (HG1): Back at Resistance for a New 23/30% Drop
Base metals outlook for the coming months is negative, along with the global relative underperformance of Emerging Markets over...
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Agghhh.. Tighter Central Banks, Wobbly China!
Not great news? Two recent sets of data ought to makes investors re-assess risks: (1) the CrossBorder Capital weekly track of major Central Bank QE...
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Chile Peso and Copper at Key Levels : Correction
Copper (COPPER COMDTY) (HG1 Comdty)is approaching from key midterm resistance levels at 335/340, with exhaustion signals taking place. Therefore,...
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